Compare · 3 funds side by side · dividends reinvested

MDEV, VHT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

MDEV, VHT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.4

Vanguard Health Care ETFSectors · Health care0.09%1.35%+19.7%+28.0%+16.5%+7.4%−10.4%16.3%$19.1B1.8

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MDEV 2021 · VHT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Health Care ETF · $19.1B$14,317

VHT

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VHTMeasureXLE

+19.7%Year to dateJan 1 → Nov 5+40.6%

+28.0%1 yearTotal return+45.4%

+16.5%3 years · per year$10,000 became $15,815 · $15,905+16.7%

+7.4%5 years · per year$10,000 became $14,317 · $25,404+20.5%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

1.35%Trailing 12-mo yield$135 · $247 a year on $10k2.47%

−10.4%Worst dropSmaller is better−15.0%

16.3%VolatilityLower is calmer23.3%

VHTXLE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6XLE wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VHT vs XLE: Top 5 Holdings

Today

VHT

37.8%in top 5

XLE

in top 559.2%

VHTStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

12.9%LLYnot top 5

8.8%JNJnot top 5

not top 5COP7.1%

6.5%ABBVnot top 5

5.0%MRKnot top 5

4.7%UNHnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VHT vs XLE Returns, Every Period

VanguardVHT

+7.4%

5 years, per year

XLESPDR

+20.5%

5 years, per year

VHTXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VHT vs XLE

YTD

VanguardVHT

+19.7%

XLESPDR

+40.6%

+19.7%Year to date+40.6%

−10.4%Worst drop · 1Y−15.0%

16.3%Volatility · 1Y23.3%

1.4%Yield2.5%

$19.1BAssets$44.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, VHT, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VHT0.09%$9

MDEV0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MDEV, VHT, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VHT1.35%$135

MDEV0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VHT$135 − $9 = $126

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MDEV, VHT, XLE

Today

18.5%most shared, MDEV and VHT

MDEVVHTXLE

MDEV—18.5%0.0%

VHT18.5%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

VHTWorst drop−10.4%16.3% vol

MDEVWorst drop−18.2%17.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVHT

+40.6%Year to date+19.7%

2.5%Yield1.4%

+45.4%Past year+28.0%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026